Nerd's Eye View
JUNE 16, 2025
While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.
Wealth Management
JULY 2, 2025
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers. trillion annually.
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Nerd's Eye View
JUNE 9, 2025
In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.
Wealth Management
JUNE 26, 2025
The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
Nerd's Eye View
JANUARY 23, 2025
Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated. In fact, AI currently seems most likely to develop into a tool that advisors can use in many parts of practice.
Nerd's Eye View
OCTOBER 29, 2024
Welcome to the 409th episode of the Financial Advisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
Nerd's Eye View
MARCH 17, 2025
And with the advent of AI in particular, questions have emerged about whether technology will replace many human jobs, including financial advisors. Nonetheless, AI Notetakers are not just for solo advisors; instead, they're also increasingly popular amongst larger (e.g.,
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